@smarthelping Avatar @smarthelping SmartHelping

SmartHelping posts on X about financial, business, $qs, qs the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence finance 31% stocks 6% currencies 5% technology brands 2% automotive brands 1% cryptocurrencies 1%

Social topic influence financial 8%, business 5%, $qs #85, qs #27, accounting 3%, balance sheet 3%, this is 2%, rklb 2%, acquisition 2%, $rklb 2%

Top accounts mentioned or mentioned by @cyberprincerwo @timx94 @kingaj408 @talesftf @jkeynesalpha @carbusinessman @techinvestoor @silberschmelzer @cyberhorizons00 @gameofphonez @advisors_abcz @yeahdave @theinformation @mwm76 @tattedcryptoez @hamids @heaty70 @polvah @asmongold @storageventure

Top assets mentioned QuantumScape Corporation (QS) Rocket Lab USA, Inc. Common Stock (RKLB) Prime Medicine, Inc. (PRME) Bitfarms Ltd. (BITF) Linde PLC (LIN) ZetaChain (ZETA) Alphabet Inc Class A (GOOGL)

Top Social Posts

Top posts by engagements in the last [--] hours

"Before I ever invested in $QS my thought was I want to buy an EV but I wanted to wait for better battery tech. Quantumscape is that improvement that will get me to do it. I hope Ford ends up partnering but if not I will follow whoever is using $QS batteries. Within [--] years"
X Link 2026-02-12T04:07Z [---] followers, [----] engagements

"New template coming out next Friday"
X Link 2025-12-29T01:42Z [---] followers, [--] engagements

"@JKeynesAlpha @Yeah_Dave Yes impatience. To me this is that situation where you are digging for gold and just before the gold is reached people are giving up. $QS is coming and they are doing it the right way for long-term value"
X Link 2026-02-12T19:54Z [---] followers, [---] engagements

"Getting busy again after a slow end to last year. Got a client idea for a new model as well. Around pricing analysis"
X Link 2026-02-02T14:14Z [---] followers, [--] engagements

"Back log for financial modeling clients bigger than it has been in [--] months"
X Link 2026-02-04T03:13Z [---] followers, [--] engagements

"@theinformation Yes $QS is coming"
X Link 2026-02-13T03:39Z [---] followers, [---] engagements

"If you are running any sort of business understanding variable costs is important. For me it comes up in nearly every single financial model one way or the other here is more about this accounting concept👇"
X Link 2025-01-23T20:18Z [---] followers, [--] engagements

"@MWM76 @cyberprince_rwo @tattedcryptoez ASTS has to execute. RKLB is executing. Sure if ASTS executes their plan and everything goes great the m.cap is going higher but until it is closer to happening I think their stock is priced fairly"
X Link 2025-01-23T21:11Z [---] followers, [---] engagements

"The stronger your startup the better convertible note terms you get the weaker it is the worse. Better terms include things like the cost of the capital you are getting (interest rate and/or the amount of equity that has to be given up). There are lots of structures with this. Usually startups that desperately need cash to execute would be willing to do this. It is not for all startups"
X Link 2025-01-25T15:46Z [---] followers, [--] engagements

"Here's a bit of information on my path as an expert commercial real estate underwriting expert👇"
X Link 2025-02-05T16:18Z [---] followers, [--] engagements

"I just finished a new model that was built to analyze loan securitization offers. Includes multiple ways to pay down principal account for defaults and more👇"
X Link 2025-03-03T17:49Z [---] followers, [--] engagements

"@cyberprince_rwo I guarantee last July nobody thought $33 in January of this year. $100+ year end could happen. Just depends on how things develop this year"
X Link 2025-03-04T19:43Z [---] followers, [----] engagements

"@hamids What's bumbles story for a turnaround I've been eyeing QS as well but probably won't start anything until Fall"
X Link 2025-03-05T03:18Z [---] followers, [---] engagements

"Busy day.filing my own taxes working on a complicated SaaS model doing some custom work on a strip mall underwriting model and I am just getting started for the day :)"
X Link 2025-04-01T17:45Z [---] followers, [--] engagements

"Doing a lot of bond modeling the last few days. I'll be adding the last feature (zero coupon bonds) over the weekend and some advanced metrics and visuals for discount bonds and general effective interest rate amortization modeling plus how it fits into financial statements"
X Link 2025-04-04T23:24Z [---] followers, [--] engagements

"@heaty70 @Polvah Explain palantir's insane valuation a few months ago. Point is there are many factors in valuation not just current revenue"
X Link 2025-04-05T18:25Z [---] followers, [--] engagements

"Working on a new real estate underwriting model. It will be for acquisitions only and mainly multi-family / apartments with little or light renovations. This model will have some big features that I have not included in past models but have been on a few big projects over the last year and decided it is time for me to get a new RE template that touches a lot of boxes I have not checked"
X Link 2025-05-03T15:07Z [---] followers, [--] engagements

"If you like multi-family real estate this underwriting template will be of interest. It gets down into rent rolls LTL improvements value-add premiums [--] joint venture options to toggle debt / refi with seller note option and a bunch more great stuff.👇"
X Link 2025-05-06T19:37Z [---] followers, [--] engagements

"@Asmongold Yo hire some crews to clean and inspect the home. I understand why you choose to live there but make it safe and healthy you have the means"
X Link 2025-05-07T15:06Z [---] followers, [--] engagements

"@Storage_Venture It's a win. Not a home run but a solid double"
X Link 2025-05-10T16:49Z [---] followers, [--] engagements

"Example of a business plan for a loan securitization platform (I may be building a financial model for this next)👇"
X Link 2025-05-11T13:38Z [---] followers, [--] engagements

"Excited about a new financial model template coming out. I've been chipping away at it for the past week. It will be in the banking and loans industry as the middleman of loan securitization. Basically a platform that collects fees and optionally plays the loan portfolio game"
X Link 2025-05-15T16:43Z [---] followers, [--] engagements

"Just finished this securitization dealmaker financial model template. This was made for the middleman that puts these loan portfolio deals together and collects fees upfront on the notional value closed and services👇"
X Link 2025-05-17T13:02Z [---] followers, [---] engagements

"@BarryRoland19 The opportunity is at acquisition. 🙃"
X Link 2025-05-19T23:10Z [---] followers, [--] engagements

"@BarbellFi LMAO what an expense ratio"
X Link 2025-06-01T20:08Z [---] followers, [--] engagements

"@rledbetterCPA Yea it would take an AGI for the balance sheet and we are far from that"
X Link 2025-06-07T02:14Z [---] followers, [--] engagements

"@SayNoToTrading @SpaceSector001 When it was as 1/10th the price least year the risk profile was different. NVDA price or Carvana price was much lower in the past for good reason. Things change and risk changes"
X Link 2025-06-09T14:30Z [---] followers, [---] engagements

"@creMBP Yo been doing securitization modeling: Also did a startup model one for a structurer that just earns fees by facilitating portfolio deals. https://www.smarthelping.com/2025/03/loan-securitization-financial-model.html https://www.smarthelping.com/2025/03/loan-securitization-financial-model.html"
X Link 2025-06-11T14:59Z [---] followers, [--] engagements

"New financial model incoming this week. It will be for the real estate industry. Touching on a major area that I've never built an operating model for"
X Link 2025-06-18T14:26Z [---] followers, [--] engagements

"@msexcel Strange if I double click a cell and then click into the formula bar it changes fonts (or spacing or something to where the formula get shorter) but if I single click into the cell and then click into the formula bar there is no change to the formula text"
X Link 2025-06-18T19:35Z [---] followers, [--] engagements

"I have nearly finished this model. I'm just putting some finishing touches on it. I'll release it this coming Monday"
X Link 2025-06-20T19:15Z [---] followers, [--] engagements

"@JhonnyV13 @cyberprince_rwo On the public account he shared I think he was up to 200k shares so if we get into the 150-200B valuation he'd be up over $60m by holding forever. Not sure if he's added more or what"
X Link 2025-07-05T23:58Z [---] followers, [---] engagements

"@cidman00 @BennysBullcase Pltr at [--] had 4x the market cap as Rklb"
X Link 2025-07-18T01:49Z [---] followers, [--] engagements

"So this new 'Agent' mode with chatgpt is like my own little worker. Will see if I can find some value in it to grow"
X Link 2025-07-20T22:00Z [---] followers, [--] engagements

"@GMN_watch @QuinnArthur88 Aren't they just voting on if they have the authority to do a RS not the actual split And it looks like if that vite passed they works not need to do the split as things seem to be turning and no risk of delisting for now after Monday trading above $1 for 10th day in a row"
X Link 2025-07-27T12:37Z [---] followers, [--] engagements

"@YeahDrDave @Tim_X94 @daveginvesting Tim is a pro at this. He'll be looking for these funny ways to make $RKLB look bad all the way to $1000/share"
X Link 2025-08-01T22:12Z [---] followers, [---] engagements

"I'm not sure if she doesn't care or is fearful. They have things moving in the right direction but communication wise maybe hire a PR firm or something. I know retail wants to see confidence and conviction from the top. Like they are in it with us and are excited. Long-term execution matters"
X Link 2025-08-07T16:56Z [---] followers, [--] engagements

"@TateTheTalisman How many people have an estate worth more than $15M Doesn't matter unless you do"
X Link 2025-08-10T00:36Z [---] followers, [--] engagements

"@Tim_X94 Big bear"
X Link 2025-08-13T03:17Z [---] followers, [---] engagements

"@Realtor_Stocks Sounds good I can build the financial model to play with assumptions and growth drivers :)"
X Link 2025-08-14T02:24Z [---] followers, [--] engagements

"Nothing like solving an accounting puzzle after taking a break and clearing your head. The best"
X Link 2025-08-15T00:47Z [---] followers, [--] engagements

"@CostaKapo Big scam. I try to self insure wherever possible"
X Link 2025-08-16T13:47Z [---] followers, [--] engagements

"If you need a fresh underwriting model I'm ready to go"
X Link 2025-08-21T17:51Z [---] followers, [--] engagements

"@CarBusinessMan How many people actually use more than the value of them and in that case you are giving out a free loan"
X Link 2025-08-27T14:30Z [---] followers, [---] engagements

"@tgwrh @CarBusinessMan I wouldn't decline if it was free That would just be free value and I'll take that"
X Link 2025-08-27T14:50Z [---] followers, [---] engagements

"@pestctrlguy #2 is a liability and should be in the balance sheet. We have pest control doing stuff right now burrowing by foundation"
X Link 2025-08-29T12:16Z [---] followers, [--] engagements

"@PerrySolem What's the IRR expectations and risk profile"
X Link 2025-08-30T15:41Z [---] followers, [--] engagements

"Sharing some of my queries when building a model with GPT: "Are renovation costs for an acquisition usually rolled into the acquisition loan" Even though I have a good idea of how to approach it I like to get confirmations and justifications on the best framework"
X Link 2025-08-31T16:50Z [---] followers, [--] engagements

"@Tim_X94 Next [--] months RL goes to 150s and [---] over [--] years. ASTS I have no clue. They gotta execute"
X Link 2025-09-04T21:19Z [---] followers, [---] engagements

"This just highlights the risk profile differences. RKLB is still resilient whereas ASTS has a single avenue. ASTS upside might be higher or it was when it was trading at $2 / $20 but RKLB was less risky then and way less risky now. The future is still unknown for RKLB constellation but they are positioning for Defense right now"
X Link 2025-09-08T15:23Z [---] followers, [---] engagements

"@yoquanlaoguai @kingaj408 @Forbes I've been watching it since last September. Been long in and out since the cobra announcement. Combination of short puts and long stock. Right now at 9.5"
X Link 2025-09-09T16:26Z [---] followers, [--] engagements

"IRR can be tricky with irregular cash flows and when you are looking at a monthly set"
X Link 2025-09-11T15:20Z [---] followers, [--] engagements

"@moseskagan Scottie Pippin"
X Link 2025-09-12T21:55Z [---] followers, [--] engagements

"Features added to the home builders financial model template: https://youtu.be/7FjZs3xcEvM https://youtu.be/7FjZs3xcEvM"
X Link 2025-09-13T17:28Z [---] followers, [--] engagements

"Made a dynamic input schedule for how much of the sales proceeds are collected over time for each 'type' this can make a huge difference in investment required and IRR. Also added a more straightforward way to show investments and distributions"
X Link 2025-09-13T17:29Z [---] followers, [--] engagements

"@ShannonJean I get it as a diversification of assets point of view although the illiquid nature is a bit scary. If you thought there was a 10x opportunity elsewhere the capital might be better there. These are all high class problems though if you have significant money elsewhere"
X Link 2025-09-13T17:55Z [---] followers, [--] engagements

"@sunxliao I imagine $Bitf was sold but the next blue daily Diamond should hit and 1-2 months I'd expect a move higher"
X Link 2025-09-27T17:09Z [---] followers, [----] engagements

"@RocketLabrador Make a few more houses then get one and keep investing"
X Link 2025-10-06T12:19Z [---] followers, [--] engagements

"Pushing to finish new model today"
X Link 2025-10-10T17:29Z [---] followers, [--] engagements

"And completed it see pinned. Looking to ramp up a few more this month"
X Link 2025-10-12T20:35Z [---] followers, [--] engagements

"The majority of my clients don't care as much about an integrated [--] statement model. The minority that do care more about it are usually professionals in the finance and accounting industry. My biggest earners are spreadsheets for internal use. All that matters is cash flow"
X Link 2025-10-12T20:45Z [---] followers, [--] engagements

"Latest updates to the mining financial feasibility template: https://youtu.be/3odQZzsT4lQ https://youtu.be/3odQZzsT4lQ"
X Link 2026-01-22T17:17Z [---] followers, [--] engagements

"@tellesio Best REITs in this space"
X Link 2022-05-27T01:05Z [---] followers, [--] engagements

"Looking at Linde PLC to understand Hydrogen business model and unit economics"
X Link 2024-08-18T00:06Z [---] followers, [---] engagements

"@felixelgato10 Launch is a smaller part of total revenue but it is an enabler of greater revenue sources. This is why neutron is so important"
X Link 2025-02-16T15:14Z [---] followers, [--] engagements

"@KSM_Capital I am thinking institutions want retail out so they can sweep in and buy ahead of Neutron"
X Link 2025-02-24T23:11Z [---] followers, [---] engagements

"@1_1savedbygrace @grok What does this mean if I sold 8/1/2025 expiry cash secured puts on ENVX How do the warrants effect the options price"
X Link 2025-07-17T13:43Z [---] followers, [---] engagements

"@bennybigbull $Zeta beat and up 12%. I think it is company by company what happens"
X Link 2025-11-05T14:24Z [---] followers, [---] engagements

"@cyberprince_rwo @BagrizioGramano Let's get back in in the 30s. That's what I'm waiting for and ride to 180-200"
X Link 2025-11-07T15:10Z [---] followers, [---] engagements

"@RealMattMoney Chipotle"
X Link 2025-11-11T01:13Z [---] followers, [--] engagements

"@BruceTa55302936 @cyberprince_rwo @GWillus Hard to find any no brainer risk is usually execution"
X Link 2025-11-11T19:46Z [---] followers, [--] engagements

"@techinvestoor I 100% agree they got $RKLB down enough in April to hop in but similar idea. $prme I'm fully sized into for next [--] months and I think they are capable of some extremely interesting things"
X Link 2025-11-18T01:02Z [---] followers, [---] engagements

"chatGPT is REALLY good at helping with complex Google Sheet formulas if you are pretty handy with spreadsheets already you can do some cool stuff fast. Used it a lot in the last year"
X Link 2025-11-18T19:34Z [---] followers, [--] engagements

"@prosperousguy @hiddensmallcaps Yea I was thinking 5-6 is a good time but maybe only [--] month out from there. Really depends on their aggresiveness because if things get going fast and data is coming back good it is going to 20+ and don't want to lose my position"
X Link 2025-12-02T23:08Z [---] followers, [--] engagements

"@art_of_aero @techinvestoor Yep patience is the best wealth creator as long as the thesis is intact. We are with this one"
X Link 2025-12-03T04:06Z [---] followers, [--] engagements

"Looking at potentially doing a real estate model next have built many looking for new ideas. https://www.smarthelping.com/p/real-estate.html https://www.smarthelping.com/p/real-estate.html"
X Link 2025-12-03T19:10Z [---] followers, [--] engagements

"@OnlyCFO [--] customers lol"
X Link 2025-12-13T14:39Z [---] followers, [--] engagements

"@si0xac4742 @GeneInvesting All depends on hype execution and perception of long-term success. Price could go to [--] next year drop to [--] back to [--] and who knows"
X Link 2025-12-17T16:23Z [---] followers, [--] engagements

"@Thegaucher1 @LordHodler Lol yo everything is down over the last few months not just $PRME what moves the stock is increasing probability of long-term success and penetrating a given TAM. They are doing what they have to do to get their efficiently and then we snowball. [----] will have some big events"
X Link 2025-12-17T20:45Z [---] followers, [---] engagements

"@silberschmelzer Meh Peter Beck sold RKLB shares at $7. Didn't mean anything"
X Link 2025-12-19T18:07Z [---] followers, [---] engagements

"@silberschmelzer Founders and Directors sell all the time. It happens. Not a correlation to future price. If they are executing and getting to goals selling shares is completely fine. I want my founders and directors increasing fundamental value happy and not going anywhere"
X Link 2025-12-19T18:42Z [---] followers, [---] engagements

"@PicturesFoIder Instead of Star Wars they should have played something that didn't require active memory but was still boring or not interesting and see if the same results happen. To me this just seems like something interesting keeps the mind focused"
X Link 2025-12-21T18:16Z [---] followers, [---] engagements

"@Molson_Hart Maybe ask them if they can balance a balance sheet or how they would classify certain txns in the general ledger"
X Link 2025-12-23T02:14Z [---] followers, [--] engagements

"@CyberHorizons00 @kingaj408 @gameofphonez All we know now is the PowerCo deal $130M for credit towards future royalties. I'm thinking that could get to $1000/car so 1M cars that's $1B in revenue. Once it's trusted and proven the expansion into new markets and manufacturers could mean much larger numbers"
X Link 2026-01-27T03:32Z [---] followers, [--] engagements

"@CyberHorizons00 @kingaj408 @gameofphonez Yea the exact royalty agreement is not finalized I don't think and exact licensing specs not public"
X Link 2026-01-27T03:54Z [---] followers, [--] engagements

"One of the things a business turnaround requires is people doing things they are not used to doing or have failed to do in the past"
X Link 2025-12-30T21:27Z [---] followers, [--] engagements

"@JKeynesAlpha @tyler_bosserman I gotta believe that falls to Prime Medicine. It makes the most sense spinning off a new company seems redundant"
X Link 2025-12-14T18:00Z [---] followers, [---] engagements

"New template this is a framework for business turnaround deals for GP / Operators: https://www.smarthelping.com/2025/12/financial-model-for-business-turnarounds.html https://www.smarthelping.com/2025/12/financial-model-for-business-turnarounds.html"
X Link 2025-12-30T21:41Z [---] followers, [--] engagements

"New template coming out tomorrow"
X Link 2026-01-16T03:20Z [---] followers, [--] engagements

"@talesftf @advisors_abcz Yep risk is real but that's why opportunity exists. I think we get some solid updates on earnings and macro stuff relaxes. Long term hold for me"
X Link 2026-02-05T20:41Z [---] followers, [---] engagements

"Have a few more templates on deck because year -end"
X Link 2025-12-06T16:51Z [---] followers, [--] engagements

"From Gemini today on scaling to [--] figures. Never heard the 'valley of death' term before:"
X Link 2025-12-09T16:25Z [---] followers, [--] engagements

"New financial model - preferred return waterfall with an optional target in tier [--] of IRR or MOIC hurdle. Whatever one hits first triggers then next tier: https://www.smarthelping.com/2025/12/hybrid-joint-venture-waterfall-model.html https://www.smarthelping.com/2025/12/hybrid-joint-venture-waterfall-model.html"
X Link 2025-12-15T20:07Z [---] followers, [--] engagements

"Back in 2010-15 I worked all hours for years with [--] results. In business don't confuse hard work for effective work. You need to find something that sticks and then start the work so it compounds. I eventually shifted 100% of my time to what had results and that worked out"
X Link 2025-12-20T22:59Z [---] followers, [--] engagements

"Why are Excel templates so useful (good ones) They can be used to create value (consultants) or are useful directly to owners"
X Link 2026-01-01T15:45Z [---] followers, [--] engagements

"As an operator you work on the financial model until everything doesn't feel like chaos when you think about the businesses ability to cash flow / burn runway and so forth"
X Link 2026-01-04T19:03Z [---] followers, [--] engagements

"Taking new ideas for a business to build a financial model for. No bad ideas"
X Link 2026-01-09T19:54Z [---] followers, [--] engagements

"Latest financial model template is for analyzing the cost of power generation: https://www.smarthelping.com/2026/01/financial-model-sensitivity-analysis.html https://www.smarthelping.com/2026/01/financial-model-sensitivity-analysis.html"
X Link 2026-01-16T14:13Z [---] followers, [---] engagements

"A financial model is good at figuring out even in the best case scenario what is the potential upside and does it even make sense to pursue The upside probably won't happen but the biz definitely won't make sense if the upside scenario is still not worth the risk"
X Link 2026-01-21T15:23Z [---] followers, [--] engagements

"Biggest back log of financial modeling work I've had in [--] months"
X Link 2026-02-04T01:57Z [---] followers, [--] engagements

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